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Core Viewpoint - The article discusses the recent performance of the A-share market, highlighting the strong rebound in the aerospace sector and the implications of various industry developments, including commercial space launches and the dynamics of precious metals and semiconductor industries. Aerospace Sector - The aerospace sector has shown remarkable strength, with several new commercial rocket launches expected in 2026, including models from Tianbing Technology, Blue Arrow Aerospace, and others [3] - The low-orbit satellite internet construction in China is set to enter a new phase in the first half of 2026, with significant satellite procurement activities anticipated, which will drive growth across the entire industry chain from rocket manufacturing to satellite payloads [3] Metals Market - The international commodity market is experiencing a significant surge, with precious metals and base metals reaching historical highs. Gold has surpassed $4,500 per ounce, marking a 70% increase for the year, while silver has doubled in price to over $70 per ounce [5] - Platinum has emerged as a standout performer, with prices exceeding $2,300 per ounce and a year-to-date increase of over 150%, the largest annual gain since 1987 [5] Semiconductor Industry - The U.S. Trade Representative's office has announced that no new tariffs will be imposed on China's semiconductor industry until at least mid-2027, providing a critical window for the industry [12] - Domestic semiconductor stocks have strengthened, with companies like SMIC implementing price increases of about 10% on certain capacities, indicating a positive outlook for the sector [14] Power Supply and Hardware - The power supply hardware sector is active, driven by increased demand for data center equipment and cooling solutions due to rising electricity shortages overseas [15] - The market for power supplies is expected to triple by 2026, with significant opportunities arising from the upgrade and expansion of the ASIC power market [16] Real Estate Policy - Beijing has announced new policies to optimize real estate conditions, including easing purchase restrictions for non-local families and increasing support for multi-child households [22] Digital Currency Initiatives - The People's Bank of China and other departments have issued guidelines to support the construction of the Western Land-Sea New Corridor, promoting international cooperation in digital finance and cross-border payments using central bank digital currencies [23]